Services

Retirement Planning

Getting Ready

At StratFI, we help clients develop strategies for accumulating the wealth they'll need to enjoy the retirement they desire. We work with you to look at multiple scenarios involving different retirement dates, investment returns and spending levels in retirement.

Making it Last

We should all retire with the confidence that our assets will last--perhaps even into the next generation and beyond. StratFI provides retirement asset forecasts based on:

Current investments

Future sources of income

Expected withdrawals/outflows

Staying on Track

You may retire, but your investment portfolio should keep working for you. Based on your personal preferences, we will position your retirement portfolio for greater levels of safety, income, or growth.